Wright Investors Service Inc. Cuts Stake in Caterpillar Inc. $CAT

Wright Investors Service Inc. lowered its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 10.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,868 shares of the industrial products company’s stock after selling 1,215 shares during the quarter. Caterpillar makes up 1.9% of Wright Investors Service Inc.’s portfolio, making the stock its 12th biggest holding. Wright Investors Service Inc.’s holdings in Caterpillar were worth $6,226,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Mirae Asset Global Investments Co. Ltd. grew its position in shares of Caterpillar by 13.1% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 117,503 shares of the industrial products company’s stock worth $67,314,000 after purchasing an additional 13,586 shares in the last quarter. Xcel Wealth Management LLC grew its holdings in Caterpillar by 0.5% during the 4th quarter. Xcel Wealth Management LLC now owns 6,576 shares of the industrial products company’s stock valued at $3,767,000 after buying an additional 31 shares in the last quarter. Quadrant Private Wealth Management LLC grew its holdings in Caterpillar by 9.0% during the 4th quarter. Quadrant Private Wealth Management LLC now owns 2,371 shares of the industrial products company’s stock valued at $1,358,000 after buying an additional 195 shares in the last quarter. Slow Capital Inc. grew its holdings in Caterpillar by 0.5% during the 4th quarter. Slow Capital Inc. now owns 10,941 shares of the industrial products company’s stock valued at $6,268,000 after buying an additional 52 shares in the last quarter. Finally, PDS Planning Inc grew its holdings in Caterpillar by 1.0% during the 4th quarter. PDS Planning Inc now owns 2,941 shares of the industrial products company’s stock valued at $1,685,000 after buying an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Activity

In related news, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the sale, the insider directly owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the sale, the chief executive officer directly owned 35,083 shares of the company’s stock, valued at $25,222,221.19. This represents a 6.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 125,950 shares of company stock worth $88,577,390 in the last three months. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $772.49 on Friday. The stock has a market cap of $359.43 billion, a price-to-earnings ratio of 41.05, a price-to-earnings-growth ratio of 1.81 and a beta of 1.52. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The stock has a 50 day moving average price of $733.87 and a 200-day moving average price of $631.96. Caterpillar Inc. has a one year low of $282.46 and a one year high of $798.54.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same period in the prior year, the company posted $5.14 EPS. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. Equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be given a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar’s dividend payout ratio is 32.09%.

Analyst Ratings Changes

Several equities analysts have weighed in on CAT shares. Royal Bank Of Canada raised their price target on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Robert W. Baird set a $805.00 price target on Caterpillar in a report on Friday, January 30th. UBS Group restated a “neutral” rating and set a $677.00 price target on shares of Caterpillar in a report on Monday, February 2nd. Finally, Wells Fargo & Company raised their price target on Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a report on Wednesday, February 25th. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $751.45.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts are raising targets and reiterating buy/outperform views — several firms lifted CAT targets this week (examples: Oppenheimer and Jefferies), arguing stronger North America trends, digital initiatives and long?term demand support higher valuations. Price Target Raised to $832 Jefferies Raises Target to $900
• Positive Sentiment: Caterpillar acquired Monarch’s autonomous/electric tractor technology — a move that expands CAT’s footprint in ag robotics and autonomy, supporting its long?term digital growth narrative. Investors view the deal as strategic for new product ecosystems and recurring services. Acquires Monarch Technology
• Neutral Sentiment: Caterpillar set a Q1 2026 results release for April 30; the print and management commentary will be the next concrete catalyst for the stock. Q1 Results April 30
• Neutral Sentiment: Multiple research pieces argue CAT can continue its rally (some model paths to $1,000) but also flag stretched valuation and cyclicality — a mixed backdrop that supports momentum but keeps downside risk if the cycle cools. Narrative Shifting / Valuation
• Negative Sentiment: Reports about Monarch’s prior operational problems, dealer/farmer complaints and the startup’s collapse raise integration and execution risk for the acquisition — a potential headline risk if issues resurface. Monarch Collapse Coverage
• Negative Sentiment: CAT has seen short?term pullbacks (recent session down ~3% on market moves) when broader indices dip; macro/market risk can quickly offset stock?specific positives ahead of earnings. Stock Fell Amid Market Uptick

Caterpillar Company Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off?highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.